Nasdaq - Delayed Quote USD

Delaware Ivy Systematic Emerging Markets Equity Fund Class B (IPOBX)

21.34 -0.05 (-0.23%)
As of November 8 at 8:00 PM EST. Market Open.

Performance Overview

Morningstar Return Rating 4
YTD Return 9.63%
5y Average Return 4.25%
Number of Years Up 16
Number of Years Down 11
Best 1Y Total Return (Feb 4, 2019) 67.09%
Worst 1Y Total Return (Feb 4, 2019) -51.25%
Best 3Y Total Return 67.09%
Worst 3Y Total Return -3.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IPOBX
Category
YTD
-4.09%
8.73%
1-Month
-3.83%
1.20%
3-Month
-5.87%
5.47%
1-Year
-0.93%
41.79%
3-Year
16.13%
11.48%
5-Year
11.38%
12.18%
10-Year
7.02%
4.39%
Last Bull Market
16.45%
17.73%
Last Bear Market
-30.31%
-25.55%

Annual Total Return (%) History

Year
IPOBX
Category
2021
--
--
2020
33.64%
17.90%
2019
22.08%
19.25%
2018
-20.62%
-16.07%
2017
41.14%
34.17%
2016
8.79%
8.47%
2015
-12.88%
-13.79%
2014
-1.14%
-3.01%

2013
7.96%
-0.14%
2012
15.50%
18.15%
2011
-23.66%
-19.86%
2010
10.96%
19.26%
2009
67.09%
73.81%
2008
-51.25%
-54.44%
2007
41.07%
36.68%
2006
33.06%
32.06%
2005
21.92%
31.54%
2004
15.68%
23.54%
2003
49.74%
55.19%
2002
-12.35%
-6.05%
2001
-10.36%
-3.83%
2000
-18.80%
-30.33%
1999
45.33%
70.56%
1998
-21.04%
-25.36%
1997
-22.57%
-2.90%
1996
19.53%
13.36%
1995
0.94%
-0.84%
1994
-25.45%
-8.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 1.84% 5.12% -9.19% --
2020 -24.15% 26.94% 15.00% 20.69%
2019 13.93% -0.45% -5.14% 13.47%
2018 2.31% -12.66% -3.11% -8.32%
2017 14.37% 5.50% 11.23% 5.17%
2016 0.71% 3.70% 10.54% -5.77%
2015 3.69% 3.78% -20.30% 1.58%
2014 -3.73% 4.98% -3.31% 1.17%
2013 -3.28% -6.37% 6.35% 12.11%
2012 12.99% -7.47% 3.99% 6.23%

2011 1.10% 0.00% -26.98% 3.41%
2010 -0.61% -5.94% 12.95% 5.08%
2009 0.26% 39.21% 12.75% 6.18%
2008 -19.26% -6.68% -23.63% -15.27%
2007 0.65% 13.69% 19.99% 2.75%
2006 10.38% -2.56% 4.48% 18.41%
2005 -0.50% 2.83% 11.87% 6.52%
2004 4.65% -9.54% 5.77% 15.55%
2003 -3.83% 12.30% 15.14% 20.42%
2002 6.25% -3.44% -16.64% 2.50%
2001 -7.09% -3.08% -23.33% 29.86%
2000 3.98% -3.40% -9.80% -10.37%
1999 -0.96% 40.45% -8.18% 13.79%
1998 -0.50% -29.55% -10.22% 25.45%
1997 -3.60% 17.15% -1.55% -30.36%
1996 8.49% 0.64% -0.85% 10.42%
1995 -3.37% 5.17% 4.23% -4.70%
1994 -17.49% -1.36% 7.87% -15.09%

Rank in Category (By Total Return)

YTD 76
1-Month 36
3-Month 42
1-Year 72
3-Year 21
5-Year 23

Load Adjusted Returns

1-Year 10.68%
3-Year 16.43%
5-Year 10.69%
10-Year 6.70%

Performance & Risk

YTD Return 9.63%
5y Average Return 4.25%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Delaware Funds by Macquarie
Net Assets 2.16B
YTD Return -4.09%
Yield 0.24%
Morningstar Rating
Inception Date Oct 25, 1993

Fund Summary

The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries. It may invest up to 100% of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20% of its net assets in companies that are not located in, or economically linked to, emerging market countries.

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